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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,341,269 | $111,535+1102.6% | $105,223+1174.7% | $137,256+877.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 41.44% | 237.85%-196.4pp | 180.65%-139.2pp | 220.34%-178.9pp |
| Employer contribution / active EE | $861 | $3,939-78.1% | $3,689-76.7% | $4,156-79.3% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $10,948 | $9,721+12.6% | $8,859+23.6% | $12,270-10.8% |